Financial Retail Sales Assistant - Non-Registered jobs in Allentown, PA

Financial Retail Sales Assistant - Non-Registered provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer basic product questions, make changes to accounts, and open new accounts. Being a Financial Retail Sales Assistant - Non-Registered coordinates but does not execute orders. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Additionally, Financial Retail Sales Assistant - Non-Registered tracks referrals, schedules sales appointments, and fulfills requests for information. Has a basic knowledge and understanding of the firm's product offerings. Typically requires an associate degree. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Non-Registered works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Retail Sales Assistant - Non-Registered typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Assistant Financial Center Manager
  • Univest Financial Corporation
  • Harleysville, PA OTHER
  • Overview

     

    Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.

     

    At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

     

    We're hiring an Assistant Financial Center Manager to join our Vernfield Team.

    Responsibilities

    Responsible for assisting the Financial Center Manager in all aspects of leading the sales and service function, management and audit & control for a designated Financial Center.  This position will provide customers with quality sales and service, and has knowledge of and the ability to perform essential duties assigned to the FC staff along with directly supervising assigned employees.  The incumbent will also oversee and ensure that the teller line operates in compliance with the bank’s operational policies and procedures related to the processing of deposits, withdrawals, check cashing, cash handling, and other transactional and security operations.  The incumbent in this position should typically have three or more years of experience in consumer banking.  This position operates under the direct supervision of the Financial Service Center Manager.

     

    BRANCH HOURS:

    • Monday - Wednesday: 8 am to 4 pm
    • Thursday: 8am to 5pm
    • Friday: 8 am to 6 pm
    • Saturday: 9 am to 1 pm

     

    POSITION INCLUDES:

    • Work with the Branch Manager to produce top line revenue growth
    • Motivate and coach staff to work as a team in order to achieve assigned goals
    • Develop and implement effective sales and acquisition strategies
    • Develop working relationships with integrated partners
    • Coach and develop staff with career path and succession planning focus
    • Participate in business development activities with management
    • Perform platform and teller duties when needed
    • Resolve customer challenges
    • Ensure adherence to all bank policies and procedures
    • Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
    • Perform additional duties as required

    Qualifications

    QUALIFICATIONS:

    • High school diploma/GED or equivalency
    • NMLS registration within regulated guidelines
    • Sales experience with proven results
    • Strong written/verbal/organizational skills
    • Demonstrated independent decision-making skills and effective delegation
    • Demonstrated leadership/supervisory ability
    • Energetic and engaging interpersonal communication skills
    • Previous experience with MS Office Suite
    • A minimum of 2 years of leadership and/or supervisory experience
    • Ability to work in an accurate and organized manner to effectively manage related-job pressures and deadlines
    • Ability to coach and develop a staff
    • Community/non-profit involvement
    • Neat, professional appearance following established guidelines for appropriate dress
    • Successful completion of the Univest University Leadership Certificate Program and the conflict resolution course within 12 months of hire

     

    Click here for Benefit Information

     

    #Univest

    #LI-Onsite

     

    An Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

  • 3 Days Ago

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Registered Nurse, Day Shift
  • Confidential Non Profit Long Term Care Facility
  • Allentown, PA FULL_TIME
  • Registered Nurse, Day ShiftAllentown, PA A non-profit 180 bed facility located in the Allentown PA Area is searching for a full time and permanent Registered Nurse, Day Shift to join their team. ** Cu...
  • Just Posted

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Retail Sales Associate
  • Staples Retail
  • Telford, PA PART_TIME
  • As a Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and have our...
  • 19 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Easton, PA PART_TIME
  • As a Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and have our...
  • Just Posted

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Retail Sales Technology Associate
  • Staples Retail
  • Whitehall, PA PART_TIME
  • As a Tech Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and hav...
  • 26 Days Ago

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Retail Sales Associate
  • Staples Retail
  • Stroudsburg, PA PART_TIME
  • As a Sales Associate, you will be collaborative and inclusive in helping our customers while being part of a fun, team-oriented retail culture. You’ll provide exceptional customer service and have our...
  • 1 Month Ago

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0 Financial Retail Sales Assistant - Non-Registered jobs found in Allentown, PA area

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Digital Sales Representative - Base Salary + Uncapped Commission!
  • ADP
  • Allentown, PA
  • ADP is hiring Digital Sales Representatives! YOU MUST RESIDE NEAR ALLENTOWN, PA! • Are you ready for your next best job ...
  • 4/25/2024 12:00:00 AM

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Digital Sales Representative - Major Accounts
  • ADP
  • Allentown, PA
  • ADP is hiring a Digital Sales Associate. • Are you ready for your next best job where you can control your financial fut...
  • 4/25/2024 12:00:00 AM

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Business Development Representative
  • ADP
  • Allentown, PA
  • ADP is hiring a Business Development Representative. • Ready to control your financial future while achieving the work-l...
  • 4/25/2024 12:00:00 AM

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Digital Sales Representative - Global Accounts
  • ADP
  • Allentown, PA
  • ADP is hiring a Digital Sales Associate. • Are you ready for your next best job where you can control your financial fut...
  • 4/25/2024 12:00:00 AM

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Consultative Sales Role - No Cold Calling - Warm Leads - Training Provided
  • TAG
  • Allentown, PA
  • Job Description Job Description The Assurance Group (www.assuregrp.com) is looking for the right person to fill a consul...
  • 4/25/2024 12:00:00 AM

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Sales Rep / Weekly Pay / Entry Level
  • Safe Haven Security
  • Allentown, PA
  • Job Description Job Description At Safe Haven Security, we are more than just a home security company! We are a team of ...
  • 4/25/2024 12:00:00 AM

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Commercial Sales Manager
  • AutoZone, Inc.
  • Allentown, PA
  • The Commercial Sales Manager is responsible for driving the commercial sales within their AutoZone location. The CSM dev...
  • 4/23/2024 12:00:00 AM

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Sales Manager - MMS - Enterprise
  • Paychex
  • Allentown, PA
  • Overview Manages district sales effort in accordance with corporate guidelines to increase client base through the imple...
  • 4/21/2024 12:00:00 AM

Allentown (Pennsylvania Dutch: Allenschteddel) is a city located in Lehigh County, Pennsylvania, United States. It is Pennsylvania's third most populous city and the 231st largest city in the United States. As of the 2010 census, the city had a total population of 118,032 and is currently the fastest growing city in all of Pennsylvania. It is the largest city in the metropolitan area known as the Lehigh Valley, which had a population of 821,623 residents as of 2010[update]. Allentown constitutes a portion of the New York City Combined Statistical Area and is the county seat of Lehigh County. ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Retail Sales Assistant - Non-Registered jobs
$42,471 to $54,066
Allentown, Pennsylvania area prices
were up 1.5% from a year ago

Financial Retail Sales Assistant - Non-Registered in Houston, TX
This data is intended to be an estimate, not prescriptive financial or tax advice.
December 20, 2019
Financial Retail Sales Assistant - Non-Registered in Pascagoula, MS
Financial retail sales assistant – non-registered job description includes administrative support roles to registered representatives.
December 16, 2019
Financial Retail Sales Assistant - Non-Registered in Middlesex, NJ
Non-registered sales assistants are commonly seen selling products in physical stores.
December 13, 2019